How do I build my org chart and set up leaders?

First, know that you do not have to set up leaders. The system will automatically set up leaders as team members choose who their leaders are.

Second, because this is the process, it's a good idea to make sure your team has clarity on who their leaders are.

So how does this work?

Anyone on your team will be able to be chosen as a leader. This means you need your entire team to sign up. The first time your team members login to submit their weekly report, they will be asked to select their leader. Note that this happens *after* they've created their account and when they *sign back in* to the Weekly Report Tool for the first time.

They can choose multiple leaders if needed. They should be sure to select at least one direct leader. There's no need to choose their entire leadership chain. The organizational structure will automatically build as your team selects their leaders.

An example:

Bob - Owner

Justin - Manager, reports to Bob (select Bob as leader)

John - Manager, Reports to Bob (select Bob as leader)

Jeremy - Team member, reports to John (would select John as leader)

Matthew - Team member, reports to John and Justin (selects both John and Justin)